This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOGART WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 24, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 24, 2013

First registration

Oct 24, 2013

Dual registered

no

Other names

SUZANNE ELIZABETH ZIELINSKI|SUZANNE ELIZABETH ZIELINSKI

IAPD individual key

4966433

• Occurred

  Jul 21, 2023
  Advisor changed firm

  Suzanne Elizabeth Kellogg left Torray Investment Partners Llc for Bogart Wealth, Llc (registered 2023-07-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:25c8bb54-d052-6ebe-8aac-a1643c3043a3

First observed

Oct 24, 2013

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.